ClientPress includes an optional file approval workflow. When enabled for a specific file, an approver must review it before it becomes visible to all portal members. This is useful for reviewing client-submitted files or gating access to shared assets.
How Approval Works #
When uploading a file, the uploader can choose to require approval and designate an approver. The file then moves through the following stages:
- No approval required — File is immediately visible to everyone in the portal
- Pending — File has been uploaded and is awaiting review by the approver
- Approved — The approver has accepted the file; it is now visible to all portal members
- Rejected — The approver has declined the file, optionally with a note explaining why
Requiring Approval on Upload #
- In the Files tab, start uploading a file.
- Before confirming, check the Require Approval option.
- Select an Approver from the dropdown (portal members and admins are listed).
- Complete the upload.
The file is uploaded but held in Pending status until the approver acts on it.
Approving or Rejecting a File #
If you are designated as the approver for a file, you will see it listed with a Pending badge in the Files tab.
To approve:
- Open the Files tab and find the pending file.
- Click Approve.
The file status changes to Approved and it becomes visible to all portal members.
To reject:
- Click Reject.
- Optionally enter a note explaining why.
- Confirm.
The file status changes to Rejected. The uploader can see the rejection note and upload a replacement.
Who Can Approve Files #
- The designated approver selected during upload
- Any administrator
Notifications #
When a file is uploaded and requires approval, the designated approver receives a notification. When a file is approved or rejected, the uploader is notified.
See How Portal Notifications Work for details.
